Tag: Biotech

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Be in the know. 8 key reads for Friday…

  1. The Stock Market Was Up the First 5 Days of 2020. Here’s What History Says Will Happen Next. (Barron’s)
  2. After A Sizzling End To 2019, Biotech Stocks Could Soar In 2020 (Investor’s Business Daily)
  3. Stocks More Than Doubled Over the Last Decade. Many Investors Missed Out. (Institutional Investor)
  4. Facebook Says It Won’t Back Down From Allowing Lies in Political Ads (New York Times)
  5. Warren Buffett calls this ‘indispensable’ life advice: ‘You can always tell someone to go to hell tomorrow’ (CNBC)
  6. The U6 unemployment rate fell to 6.7% to mark the lowest level on record (MarketWatch)
  7. Fed’s Bullard, Kashkari Favor Holding Interest Rates Steady (Wall Street Journal)
  8. Top 2019 Stock Picker Spotted Under-the-Radar Tech (Bloomberg)

Be in the know. 10 key reads for Thursday…

  1. Red-Hot Biotech Stocks Brace For Key Meeting — Here’s What To Expect (Investor’s Business Daily)
  2. Legal sports betting: California among states set for 2020 push (Fox Business)
  3. The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results) (ZeroHedge)
  4. Taco Bell Offering $100,000 Salary Amid Mounting Worker Shortage (Bloomberg)
  5. Defense Stocks Have Climbed on Mideast Tension. The Run Isn’t Over. (Barron’s)
  6. City bosses reveal their bargains and bubbles for 2020 (Financial News)
  7. Divergent paths: Oil, natural gas going different directions (for now) (Reuters)
  8. Pepperidge Farm releasing its first gluten-free products – Farmhouse Thin & Crispy cookies (USA Today)
  9. XPO Logistics CEO Brad Jacobs Centers His Strategy Around Tech (Investor’s Business Daily)
  10. To Save Avon, New Owner Comes Calling on Social Media (Wall Street Journal)

Be in the know. 10 key reads for New Year’s Eve…

  1. William Blair Sees Biotech M&A Continuing in 2020; Issues Top 10 Predictions (Street Insider)
  2. Hedge Fund Tips – Episode 9 – VideoCast. Stock Market Commentary. (ZeroHedge)
  3. Is Nio a Serious Threat to Tesla in China? (24/7 Wall Street)
  4. US Home Price Gains Accelerate Again (But Not In San Francisco) (ZeroHedge)
  5. Dennis Gartman Says Goodbye With One Last Stock Market Warning (Barron’s)
  6. Warren Buffett on why companies cannot be moral arbiters (Financial Times)
  7. Soy Heads for Best Month Since 2016 on China Demand Optimism (Bloomberg)
  8. Apple Was the Dow’s Best Stock in 2019. Here’s What History Says Will Happen Next Year. (Barron’s)
  9. The Dogs of the Dow was a winning strategy for the decade (Barron’s)
  10. The Stock Market Is Ending the Year With a Strong December. Here’s What History Says Happens Next. (Barron’s)

Be in the know. 7 key reads for Sunday…

  1. For Energy, Poor People Deserve To Be Rich (Forbes)
  2. These biomedical breakthroughs of the decade saved lives and reduced suffering (CNBC)
  3. Prescription for Disaster ()
  4. The Work Week, Episode 4: Is The Unemployment Rate Broken? (NPR Planet Money)
  5. Why Economists Still Don’t Understand Money (Podcast) (Bloomberg)
  6. Musk’s Boring Co. Vegas Tunnel ‘Hopefully’ Operational in 2020 (Bloomberg)
  7. Eddie Murphy’s Return to ‘Saturday Night Live’ Made For the Best Episode in Years (Maxim)

Be in the know. 10 key reads for Saturday…

  1. Biotech Is Market Front-Runner Heading Into Election Year (Wall Street Journal)
  2. Hedge Fund and Insider Trading News: Tom Steyer, Daniel Och, Netflix Inc (NFLX), Antares Pharma Inc (ATRS), and More ()
  3. Oil Posts Longest Run of Weekly Gains Since April on Crude Draw (Bloomberg)
  4. The best investment of the decade turned $1 into $90,000 ()
  5. Tech That Will Change Your Life in 2020 (Wall Street Journal)
  6. Stock Market Forecast 2020: Clear Skies From Fed, China Trade, But Election Clouds Loom (Investor’s Business Daily)
  7. The 25 Most Popular Robb Report Stories of 2019 (Robb Report)
  8. ECRI Weekly Leading Index Update (Advisor Perspectives)
  9. 4 Dirty Little Secrets You Need To Know About Successful People (Forbes)
  10. US Oil Rig Count Falls In Last Week Of 2019 (Yahoo! Finance)

Be in the know. 10 key reads for Christmas Eve…

  1. What the Stock Market Did Under Every President in the Last 100 Years (24/7 Wall Street)  
  2. The Grinch is Dead! (YouTube) 
  3. Berkshire Hathaway Is a Top Stock for 2020. Here’s Why. (Barron’s)  
  4. 7 Internet Stocks To Buy For 2020, According to a Veteran Tech Analyst (Barron’s)  
  5. The Top Biopharma Calendar Events to Watch Going Into 2020 ()  
  6. Why Boris Johnson will not go for a ‘hard’ Brexit, but a slow Brexit (FN London) 
  7. China to take measures to support jobs amid economic slowdown (Reuters)  
  8. Funding Secured for Tesla Shareholders (Wasll Street Journal)
  9. Bet on These 16 Value Stocks in 2020, Goldman Sachs Says (Yahoo! Finance)  
  10. Warren Buffett’s likely successor will be Geico’s next CEO — here’s how he prepared Todd Combs for the role (Business Insider) Â